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Definition: Accounts Included
# | A | B | C | D | E | F | G | H | I | J | K | L | M | N | O | P | Q | R | S | T | U | V | W | X | Y | Z
Based on the primary accounts, the number of accounts that meet the secondary account search criteria that you specify on the General tab of the Create Composite page.
For example, accounts A, B, and C are assigned to a composite. The secondary criterion specifies to only include accounts with a value > $100.
The first time series is 12/31 – 1/31. Account values as of 1/31 are as follows:
Account A $99 Account B $101 Account C $101
Time series value for Included accounts is 2.
The second time series is 1/31 – 2/28. Account values as of 2/28 are as follows:
Account A $101 Account B $101 Account C $101
Time series value for Included accounts is 3.